General Tab of Purchase Orders

Use the General tab to enter and edit data that identifies a purchase order, and to enter data for change and cancel orders.

Contents

Field	Description
P. O. Number	Enter an alphanumeric purchase order number. If you save the completed purchase order form without entering a number, Vision populates this field with an auto-assigned number. If it is necessary to give a number for a purchase order when you talk to a vendor, make sure that the number you give is unique across your enterprise.
Release Number	After you final print a release order, this field displays the result of the calculation [Blanket Order P.O. Number] - 1.
Type	Select the purchase order's type, such as Standard, Blanket, or Service. The type that you select here controls the procedure that Create Voucher from PO uses for this purchase order. For example, service orders do not use the Receiving part of Vision Purchasing.
Date to Order	Vision uses this date to calculate the Due Date on the Line Items grid. This field displays today's date. You can enter a different date or click and select a date.
Status	This field displays the purchase order's processing status. This may be different from: Its change order's processing status in the Change/Cancel Orders grid, or If it is a blanket order, its release order's processing status.
Closed	If this check box is selected, the purchase order is Closed. To close a purchase order, click on the toolbar.
Buyer	This field displays the name of the purchase order's buyer. This is usually the name of the Vision user currently logged in. To select a different name, click and select from a list of all of the employees listed on the Buyers Grid in Configuration > Purchasing & Inventory > Company Settings.
Authorized By/ Rejected By	This field displays the name of the purchase order's approver. If the purchase order is rejected, the label changes to Rejected By and this field displays the name of the rejecter.
Currency Code	Select the currency to use for this purchase order. The list displays the currencies that are available for your company.
Descriptions	Enter any internal or external descriptions for this purchase order. Click to edit the contents of this field in the Text Editor.
Vendor	Click and select a vendor from the Vendor lookup. If you created this purchase order from a requisition or request for price quote with one line item, and the line item has no vendor specified, this field displays the Primary Vendor from the General tab of Configuration > Purchasing & Inventory > Items Master.
Address	This field displays the usual address for the Vendor. You can select a different address.

Change/Cancel Orders Grid

Use the Change/Cancel Orders grid on the General tab of Purchase Orders to examine data for change orders and to cancel purchase orders. When you cancel or change a purchase order, Vision adds a row here to show the data for the cancellation or change order. You can delete a change order but you cannot delete a cancellation.

Field	Description
C/O Number	This field displays an auto-assigned number after you save the change order.
Status	This field displays the status of the purchase order that is related to the change order.
Date	This field displays the date of the change order. You can enter a new date or click and select a date.
Reason	This field displays the reason selected on the Change Order dialog box. You can select a different reason from the drop-down list.
Buyer	This field displays the name of the employee who created this cancellation or change order. Click to select a different employee name from the Employee lookup.
Authorized By	This field displays the name of the employee who approved this cancellation or change order.
Delete	Click the row to delete, then click this option to delete the selected change order. You can delete a change order with a status of In Progress or Submitted. When you delete a change order, Vision: Deletes the change order's line items from the purchase order's Line Items tab, and Changes the Status of either the change order that displays in the grid row above it, or of the related purchase order, from Changed to Printed.